Wealth Advisory

 



At UOB Privilege Reserve, every conversation is about helping you enhance your wealth potential.

Our Senior Client Advisers are committed to building long-term relationships ensuring a consistent and personalised approach to managing your wealth through our proprietary Portfolio Planner Tracker^ programme. This system can specially customise, recommend and manage your diverse portfolio according to your individual investment objectives, financial situation, specific needs and risk appetite, giving you both long-term and short-term investment opportunities.

Supporting the Client Advisers is a team of dedicated Product Specialists and Portfolio Counselors, experienced in their respective fields. You will be able to access their services for an in-depth analysis and solution based on your unique financial needs and risk profile.
   
Investment and Treasury Specialists for investment solutions such as bonds, currencies and unit trusts.
Insurance Specialists for advice to help ensure that your retirement years and loved ones are protected, giving you peace of mind to lead the privileged life.
Property Specialists for optimal loan solutions that suit your property financing needs, both locally and beyond our shores.

In addition, to protect the wealth you have built over the years, we also provide estate planning services which offers the following benefits:
   
Legacy/Succession Planning
Asset Protection
Tax Planning